Processing - Create Project Invoices
You can use Create Project Invoices to create sales invoices for multiple projects at one time.
The Options page > Usage section designates which usage lines to include on the invoice. If you have designated on the task that you want to 'Use posted currency' of the transaction, this process may result in multiple invoices if transactions originate in different currencies. For instance, if one transaction line is EUR and another transaction line is USD, then EUR and USD invoices will be created separately.
Filters available under Usage include:
Charge Specified Customer
The Charge Specified Customer section is used if you want to invoice the usage entries to each customer connected to the project entries, and not the customer that owns the project. For example, if there are two posted project entries to two different customers the system will again create two invoices – one to each customer. If you do not choose a filter, invoices are created for all projects. Options include:
All: Specifies, if selected, that all transaction types will be charged to the specified customer.
Scheduled Billings: If selected.
Scheduled Billings: Specifies, if selected, that Scheduled Billing transaction types will be charged to the specified customer.
Resource: Specifies, if selected, that Resource transaction types will be charged to the specified customer.
Items: Specifies, if selected, that Items transaction types will be charged to the specified customer.
Expenses: Specifies, if selected, that Expense transaction types will be charged to the specified customer.
Headings with resource specifications: Specifies, if selected, to include transactions where the headings include resource specifications.
Use Invoice Suggestion: Specifies, if selected (or true), the project application method must be Manual. If true, the invoice will use adjusted prices in project entries.
Add to existing document if exist?: Specifies if any open document for same project and bill-to customer already exist, then entries to invoice will be added to that open sales document.
Only one invoice per customer?: If true then, if more than one project to same bill to customer, then all project entries, will be in the same document.
When selecting "Only one invoice per customer," where the Sell-to and Bill-to are the same customer number, there will be one invoice. When the Bill-to differs from the Sell-to, the number of invoices will vary depending on how many different Bill-to customers there are.
The lines on the Sales Invoice created by the Create Invoice process are grouped and formatted according to the Invoice setup on each project.
For More Information
For more information on creating project invoices see: Invoicing Projects